Macro-economic trends of the last eight years have been turned on their head. Interest rates are now rising in the U.S.; policies in some of the biggest developed countries are shifting away from monetary easing and toward fiscal stimulus; reflation is replacing deflationary concerns in many countries and globalization is retreating. Morgan Stanley Investment Management’s leading asset managers spoke to 400 clients about the ramifications for investing in 2017, at its recent Global Investor Conference in New York. Here are some of the themes that were discussed.
Stock Market Outlook 2022: A Battle of Positives and Negatives
Feb 22, 2022The balance of corporate fundamentals against a less accommodative U.S. Federal Reserve could create modest equity returns, with opportunities for generating alpha.